Preparatory Course for Chartered Financial Analyst® (CFA®) Examination
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Overview
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Overview
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Preparatory Course for Chartered Financial Analyst® (CFA®) Examination
If you are interested in a career in banking and financial services, then earning the CFA® charter is your next step. Achieve one of the highest distinctions in the investment management profession and become a Chartered Financial Analyst® (CFA®).
The Chartered Financial Analyst® (CFA) credential is held by over 170,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
The CFA Program curriculum comprises three levels, each with its own exam. Passing the exam for all three levels is a requirement to obtaining the CFA charter.
There are many benefits to earning the CFA® charter when you step into this industry of opportunities:
Real-World Expertise
Being a CFA® charterholder demonstrates your fluency with an advanced investment management and analysis curriculum that leverages current best practices and the experience of practitioners around the world to bridge real-world practice and theoretical knowledge.
Industry Recognition
Stand out in the competitive global industry and gain instant credibility with peers, clients and hiring managers who know the intelligence, hard work, and profound commitment it takes to earn the CFA® charter.
Ethical Foundation
Learn to apply ethical principles and gain a foothold in the skills needed to demonstrate a commitment to the high standards of accountability and integrity that build a trusted reputation.
Join the Global Community of Professionals
Join a vast professional network of more than 170,000 CFA® charterholders worldwide and gain unmatched career resources, lifelong insights and opportunities to build relationships.
In-Demand Qualification
The Top 10 global employers of CFA® charterholders include Bank of America, Citigroup, Ernst & Young, HSBC, JP Morgan Chase, Merrill Lynch, Morgan Stanley, PricewaterhouseCoopers, RBC, UBS, Wells Fargo.Key factsDuration30 monthsIntakesLevel I: February, May, August, and November | Level II: February and August | Level III: May and NovemberAssessmentNot applicable -
Preparatory Course for Chartered Financial Analyst® (CFA®) Examination
If you are interested in a career in banking and financial services, then earning the CFA® charter is your next step. Achieve one of the highest distinctions in the investment management profession and become a Chartered Financial Analyst® (CFA®).
The Chartered Financial Analyst® (CFA) credential is held by over 170,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
The CFA Program curriculum comprises three levels, each with its own exam. Passing the exam for all three levels is a requirement to obtaining the CFA charter.
There are many benefits to earning the CFA® charter when you step into this industry of opportunities:
Real-World Expertise
Being a CFA® charterholder demonstrates your fluency with an advanced investment management and analysis curriculum that leverages current best practices and the experience of practitioners around the world to bridge real-world practice and theoretical knowledge.
Industry Recognition
Stand out in the competitive global industry and gain instant credibility with peers, clients and hiring managers who know the intelligence, hard work, and profound commitment it takes to earn the CFA® charter.
Ethical Foundation
Learn to apply ethical principles and gain a foothold in the skills needed to demonstrate a commitment to the high standards of accountability and integrity that build a trusted reputation.
Join the Global Community of Professionals
Join a vast professional network of more than 170,000 CFA® charterholders worldwide and gain unmatched career resources, lifelong insights and opportunities to build relationships.
In-Demand Qualification
The Top 10 global employers of CFA® charterholders include Bank of America, Citigroup, Ernst & Young, HSBC, JP Morgan Chase, Merrill Lynch, Morgan Stanley, PricewaterhouseCoopers, RBC, UBS, Wells Fargo.
Key factsDuration30 monthsIntakesLevel I: February, May, August, and November | Level II: February and August | Level III: May and NovemberAssessmentNot applicable
- Alternative Investments
- Corporate Issuers
- Derivatives
- Economics
- Equity Investments
- Ethical and Professional Standards
- Fixed Income
- Financial Statement Analysis
- Portfolio Management
- Quantitative Methods
CFA Levels I, II and III
Our revision course is aimed at helping you discover the key subject areas and deep-dive into more challenging concepts which are usually tested during exams.
The course also includes practice questions for you to revise and be more confident on the day of the exam. You will also be able to:
- Identify topics you are weak in
- Crystallise your understanding of all the tested topics
- Improve your skills in answering application questions during examinations
CFA Levels I, II and III
Passing the CFA® exam is no easy feat. This is your final stage in assessing how prepared you are for the exam. Our mock exams can help bolster your confidence and test your mastery of the CFA® curriculum.
We provide an online mock exam session which includes an invigilator, exam questions and exam rules to simulate an actual CFA® exam. After this mock exam, answers and a 10-hour online tutorial on the practice questions will be provided.
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Admission CriteriaMinimum Entry Requirements
The Minimum Entry Requirements for CFA® Preparatory Course Levels I, II and III are as follows:
Minimum Age: 19 years old
Academic Level:
- Complete a Bachelor’s program or equivalent program and have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university; OR
- For Undergraduate Student
Your selected exam window must be 23 months or fewer before your graduation month for your Bachelor’s Degree or equivalent program. Understand that you must complete your degree program prior to the date of sitting your Level 2 exam
Working Experience (if applicable):
- Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level 1 exam. The dates of education and professional work experience cannot be overlapping. If you have a combination of work experience and higher education to achieve the minimum hours and years, assume that higher education takes 1,000 hours per year.
- Professional work experience does not need to be investment related. Internships/articleships are accepted if they are paid. Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.
- Professional work experience requires specialized knowledge, education, or advanced skills. Professional work experience requires the application of higher-level judgement and business skills, including:
– Leadership and teamwork
– Business communications
– Critical thinking and problem solving
– Time management
– Professional judgement
– Analytical skills
– Adaptability - Candidates applying to register for CFA® Program without completing a Bachelor’s Degree must honestly evaluate whether their professional work experience has equipped them for the significant volume and depth of study demanded by CFA® Program.
- CFA® Institute may request proof of education (copy of diploma, marksheet, any other relevant documents) and/or work experience (letter of employment, salary slips, any other relevant documents) to be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met. Failure to provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration, withholding of exam results, voiding of past exam results, and may lead to investigation and disciplinary action by the CFA® Institute Professional Conduct Program.
Language Proficiency:
- Obtain GCE O-Level Grade C6 or equivalent for English Language.
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Admission CriteriaMinimum Entry Requirements
The Minimum Entry Requirements for CFA® Preparatory Course Levels I, II and III are as follows:
Minimum Age: 19 years old
Academic Level:
- Complete a Bachelor’s program or equivalent program and have received a degree from the college/university. If you are not sure if your program is comparable, consult your college or university; OR
- For Undergraduate Student
Your selected exam window must be 23 months or fewer before your graduation month for your Bachelor’s Degree or equivalent program. Understand that you must complete your degree program prior to the date of sitting your Level 2 exam
Working Experience (if applicable):
- Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level 1 exam. The dates of education and professional work experience cannot be overlapping. If you have a combination of work experience and higher education to achieve the minimum hours and years, assume that higher education takes 1,000 hours per year.
- Professional work experience does not need to be investment related. Internships/articleships are accepted if they are paid. Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.
- Professional work experience requires specialized knowledge, education, or advanced skills. Professional work experience requires the application of higher-level judgement and business skills, including:
– Leadership and teamwork
– Business communications
– Critical thinking and problem solving
– Time management
– Professional judgement
– Analytical skills
– Adaptability - Candidates applying to register for CFA® Program without completing a Bachelor’s Degree must honestly evaluate whether their professional work experience has equipped them for the significant volume and depth of study demanded by CFA® Program.
- CFA® Institute may request proof of education (copy of diploma, marksheet, any other relevant documents) and/or work experience (letter of employment, salary slips, any other relevant documents) to be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met. Failure to provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration, withholding of exam results, voiding of past exam results, and may lead to investigation and disciplinary action by the CFA® Institute Professional Conduct Program.
Language Proficiency:
- Obtain GCE O-Level Grade C6 or equivalent for English Language.
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Factsheets and Tuition FeesCourse SchedulesExam Registration
CFA Program includes a series of three exams: Levels I, II, and III. Each exam is administered within an exam window, while the exam dates available to each candidate may vary based on appointment availability at the time of scheduling. All deadlines are 11:59 p.m. ET. CFA Institute reserves the right to close registration and scheduling dates earlier than previously announced as conditions warrant. For the latest information on upcoming exams, please visit our CFA Exam Updates page.
Use the CFA calendar to view upcoming exams and other important dates leading up to the exam. These dates are subject to change as conditions warrant.
For details on exam booking and fees, please visit: https://www.cfainstitute.org/en/programs/cfa/exam.
DiscountsEarly Bird Discount (Not Applicable for Candidates Resitting for Exams)
Enjoy early-bird discounts on Premier Package when you sign up for Levels I, II or III. Terms and conditions apply*. Only 1 discount scheme is allowed per student. Contact us for more information.
PrivilegesCFA Level I, II or III Exam Resit
Kaplan students who wish to retake their Level I exam in June can enrol for our Premier Package and Education class at 30% off the original fee, and the Revision and Revision Plus at 20% off the original fee. Terms and conditions apply*.
Approved CFA® Calculator
Kaplan students who enrol for course package can purchase the Texas Instrument Calculator, BA-ll Plus Professional at a discounted price. Terms and conditions apply*. Please contact us for more information.
*Interest free instalment plans are available for UOB/DBS/POSB cardholders who sign up for Premier Package.
All fees quoted are inclusive of Goods and Services Tax (GST) at the prevailing rate unless otherwise stated and must be paid in full. The prevailing GST rate from 1 January 2024 is 9%.
For more information on the GST revision, please refer to the Inland Revenue Authority of Singapore (IRAS) website at https://www.iras.gov.sg/taxes/goods-services-tax-(gst)/gst-rate-change/gst-rate-change-for-consumers1.
Kaplan 360The Kaplan360 application, available on both Apple and Google Play stores, can also be used to track class schedules. For more information, click here.
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Fees
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Local ApplicantsFactsheets and Tuition FeesCourse SchedulesExam Registration
CFA Program includes a series of three exams: Levels I, II, and III. Each exam is administered within an exam window, while the exam dates available to each candidate may vary based on appointment availability at the time of scheduling. All deadlines are 11:59 p.m. ET. CFA Institute reserves the right to close registration and scheduling dates earlier than previously announced as conditions warrant. For the latest information on upcoming exams, please visit our CFA Exam Updates page.
Use the CFA calendar to view upcoming exams and other important dates leading up to the exam. These dates are subject to change as conditions warrant.
For details on exam booking and fees, please visit: https://www.cfainstitute.org/en/programs/cfa/exam.
DiscountsEarly Bird Discount (Not Applicable for Candidates Resitting for Exams)
Enjoy early-bird discounts on Premier Package when you sign up for Levels I, II or III. Terms and conditions apply*. Only 1 discount scheme is allowed per student. Contact us for more information.
PrivilegesCFA Level I, II or III Exam Resit
Kaplan students who wish to retake their Level I exam in June can enrol for our Premier Package and Education class at 30% off the original fee, and the Revision and Revision Plus at 20% off the original fee. Terms and conditions apply*.
Approved CFA® Calculator
Kaplan students who enrol for course package can purchase the Texas Instrument Calculator, BA-ll Plus Professional at a discounted price. Terms and conditions apply*. Please contact us for more information.
*Interest free instalment plans are available for UOB/DBS/POSB cardholders who sign up for Premier Package.
All fees quoted are inclusive of Goods and Services Tax (GST) at the prevailing rate unless otherwise stated and must be paid in full. The prevailing GST rate from 1 January 2024 is 9%.
For more information on the GST revision, please refer to the Inland Revenue Authority of Singapore (IRAS) website at https://www.iras.gov.sg/taxes/goods-services-tax-(gst)/gst-rate-change/gst-rate-change-for-consumers1.
Kaplan360The Kaplan360 application, available on both Apple and Google Play stores, can also be used to track class schedules. For more information, click here.
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International ApplicantsApply NowFactsheets and Tuition FeesCourse SchedulesExam Registration
CFA Program includes a series of three exams: Levels I, II, and III. Each exam is administered within an exam window, while the exam dates available to each candidate may vary based on appointment availability at the time of scheduling. All deadlines are 11:59 p.m. ET. CFA Institute reserves the right to close registration and scheduling dates earlier than previously announced as conditions warrant. For the latest information on upcoming exams, please visit our CFA Exam Updates page.
Use the CFA calendar to view upcoming exams and other important dates leading up to the exam. These dates are subject to change as conditions warrant.
For details on exam booking and fees, please visit: https://www.cfainstitute.org/en/programs/cfa/exam.
For International Students
Please note that exam registration is a two-step process. You must first register for your exam; then schedule your actual exam appointment. To register as a candidate with the CFA Institute, please visit: https://www.cfainstitute.org/en/programs/cfa/register.
For details on exam booking and fees, please visit: https://www.cfainstitute.org/en/programs/cfa/exam.
DiscountsEarly Bird Discount (Not Applicable for Candidates Resitting for Exams)
Enjoy early-bird discounts on Premier Package when you sign up for Levels I, II or III. Terms and conditions apply*. Only 1 discount scheme is allowed per student. Contact us for more information.
PrivilegesCFA Level I, II or III Exam Resit
Kaplan students who wish to retake their Level I exam in June can enrol for our Premier Package and Education class at 30% off the original fee, and the Revision and Revision Plus at 20% off the original fee. Terms and conditions apply*.
Approved CFA® Calculator
Kaplan students who enrol for course package can purchase the Texas Instrument Calculator, BA-ll Plus Professional at a discounted price. Terms and conditions apply*. Please contact us for more information.
*Interest free instalment plans are available for UOB/DBS/POSB cardholders who sign up for Premier Package.
All fees quoted are inclusive of Goods and Services Tax (GST) at the prevailing rate unless otherwise stated and must be paid in full. The prevailing GST rate from 1 January 2024 is 9%.
For more information on the GST revision, please refer to the Inland Revenue Authority of Singapore (IRAS) website at https://www.iras.gov.sg/taxes/goods-services-tax-(gst)/gst-rate-change/gst-rate-change-for-consumers1.
Kaplan360The Kaplan360 application, available on both Apple and Google Play stores, can also be used to track class schedules. For more information, click here.
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Life Beyond Classrooms
Experience Kaplan’s supportive learning environment inside and out.
A Supportive Environment
We believe effective education is a collaborative effort and is not confined to the classroom. Our conducive environment is specifically aimed at stimulating curious minds, and encouraging exploration.
This supportive environment for students to excel was exactly what one of our students Jordan Sukaimi experienced. Check out the video here!
Learn more about the Kaplan way:
Culture of Support
Future Ready
Student Engagement
Career Readiness
Please do not hesitate to get in touch with our dedicated consultant for this programme for more information.
Adelene Chia
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Higher Education Academy.
CFA Institute, CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.